Civic Intelligence

The Mcsweeney Family Charitable Foundation

990PF • Fiscal year 2016 • EIN 45-3077311

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 31, 2017

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

73rd percentile

10%

Faster asset growth than 73% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

112%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$666,814

Up $61,405 (+10%) from 2015

Net Assets

$666,814

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$83,630

Up $44,095 (+112%) from 2015

Expenses

Up

$22,225

Up $5,965 (+37%) from 2015

Net Income

Up

$61,405

Up $38,130 (+164%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $397,729Liabilities 2012: $02012Assets 2013: $366,420Liabilities 2013: $0Net Assets 2013: $366,4202013Assets 2014: $582,134Liabilities 2014: $0Net Assets 2014: $582,1342014Assets 2015: $605,409Liabilities 2015: $02015Assets 2016: $666,814Liabilities 2016: $0Net Assets 2016: $666,8142016Assets 2019: $376,425Liabilities 2019: $0Net Assets 2019: $376,4252019Assets 2020: $359,093Liabilities 2020: $0Net Assets 2020: $359,0932020Assets 2021: $344,588Liabilities 2021: $0Net Assets 2021: $344,5882021Assets 2022: $330,087Liabilities 2022: $0Net Assets 2022: $330,0872022Assets 2023: $427,950Liabilities 2023: $0Net Assets 2023: $427,9502023Assets 2024: $701,282Liabilities 2024: $0Net Assets 2024: $701,2822024

Highlighted filing

2016

Assets$666,814
Liabilities$0
Net Assets$666,814

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: $158,093Expenses 2012: $23,022Net Income 2012: $135,0712012Revenue 2013: -$10,541Expenses 2013: $20,768Net Income 2013: -$31,3092013Revenue 2014: $249,779Expenses 2014: $34,065Net Income 2014: $215,7142014Revenue 2015: $39,535Expenses 2015: $16,260Net Income 2015: $23,2752015Revenue 2016: $83,630Expenses 2016: $22,225Net Income 2016: $61,4052016Revenue 2019: $92,277Expenses 2019: $19,375Net Income 2019: $72,9022019Revenue 2020: -$288Expenses 2020: $17,475Net Income 2020: -$17,7632020Revenue 2021: $1,393Expenses 2021: $15,898Net Income 2021: -$14,5052021Revenue 2022: $1,531Expenses 2022: $16,032Net Income 2022: -$14,5012022Revenue 2023: $113,482Expenses 2023: $15,619Net Income 2023: $97,8632023Revenue 2024: $328,127Expenses 2024: $54,795Net Income 2024: $273,3322024

Highlighted filing

2016

Revenue$83,630
Expenses$22,225
Net Income$61,405
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 31, 2017
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle AlexanderDirector-$0--
Daniel McSweeneyPres / Director-$0--
Mary McSweeneyVP / Director / Sec-$0--
Filing and Contact Details

Filer

Filer Name
The McSweeney Family Charitable Foundation
EIN
45-3077311
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Daniel T Mcsweeney
Title
president
Phone
8008391754
Signed
2017-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Daniel McSweeney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mary McSweeney
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Daniel McSweeney
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Mary McSweeney
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC SECONDARY EDUCATION- DIOCESE OF SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CORAZON DE VIDA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PASTOR OF ALL HALLOWS CATHOLIC PARISH IN LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE NEW CHILDRENS MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 85728
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114252 CULVER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26602 LA JOLLA SCENIC DR S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 W ISLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVINE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08646
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012646
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028228
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012646
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0McSweeney Daniel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01723 Calle de Andluca
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0La Jolla
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092037
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp BROOKFIELD INFRASTRUCT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0407
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1407
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss ATEL FUND 14, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss BROOKFIELD INFRASTRUCTURE PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt034
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt12910
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt017736
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12910
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0341
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0341
TaxesSchedule/TaxesDetail/Amt0185
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2015
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL T MCSWEENEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The McSweeney Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MCSW
ReturnHeader/Filer/EIN0453077311
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A03CA8425FE017993163D7917FD3F5FFAC126974
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09D59D74B225D538E4555D08F8D8ED29667824494
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520173145000030
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02017-11-10T14:42:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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